SIMPLIFY HEDGED EQUITY ETF
Symbol: HEQT
Exchange: NYSE
Sector: Technology
Category: Equity Hedged
Inception date: 01/11/2021
Latest date: 15/10/2026
Current price: $34.61
Expense ratio: 0.43%
Period performance
Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.
Performance metrics
Period total return
1.76%
Ann. -33.89% (Sharpe / Sortino numerator)
Volatility
11.95%
Sharpe ratio
-3.140
VaR 95%
-1.09%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
2.72%
Ann. -9.00% (Sharpe / Sortino numerator)
Volatility
9.27%
Sharpe ratio
-1.362
VaR 95%
-1.06%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
7.09%
Ann. 0.92% (Sharpe / Sortino numerator)
Volatility
8.02%
Sharpe ratio
-0.338
VaR 95%
-0.97%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
12.01%
Ann. 10.10% (Sharpe / Sortino numerator)
Volatility
8.48%
Sharpe ratio
0.763
VaR 95%
-0.94%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
21.66%
Ann. 10.30% (Sharpe / Sortino numerator)
Volatility
8.70%
Sharpe ratio
0.767
VaR 95%
-0.99%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
49.64%
Ann. 12.23% (Sharpe / Sortino numerator)
Volatility
7.95%
Sharpe ratio
1.082
VaR 95%
-0.80%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Daily returns for period 12M
Daily simple returns from the same adjusted closes used by the performance chart: 15/10/2025 - 15/10/2026.
Average daily return
0.046%
Best day
2.008%
Worst day
-1.407%
Days with data
251
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 15/10/2026 | $34.39 | $34.68 | $34.39 | $34.61 | 62,500 |
| 14/10/2026 | $34.75 | $34.76 | $34.47 | $34.53 | 17,200 |
| 13/10/2026 | $34.83 | $34.84 | $34.77 | $34.83 | 41,800 |
| 12/10/2026 | $34.83 | $34.84 | $34.76 | $34.84 | 267,500 |
| 09/10/2026 | $34.76 | $34.82 | $34.71 | $34.81 | 57,200 |
| 08/10/2026 | $34.72 | $34.73 | $34.56 | $34.70 | 20,000 |
| 07/10/2026 | $34.70 | $34.78 | $34.62 | $34.78 | 31,400 |
| 06/10/2026 | $34.74 | $34.82 | $34.74 | $34.81 | 37,000 |
| 05/10/2026 | $34.44 | $34.70 | $34.44 | $34.65 | 34,300 |
| 02/10/2026 | $34.51 | $34.56 | $34.40 | $34.44 | 88,500 |